Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d) job opportunity at Julius Baer.

Home Jobs In Switzerland Tag: Job Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d) position at Julius Baer


DatePosted 30+ Days Ago bot
Julius Baer Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d)
Experience: 7-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Lugano, Switzerland
loacation Lugano....Switzerland

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. At Julius Baer, we are committed to delivering bespoke financing solutions to our clientele. To further strengthen our Swiss mortgage franchise, we are seeking an accomplished senior mortgage advisor for our Julius Baer offices in Lugano / Ticino. YOUR CHALLENGE As Senior Mortgage Advisor Switzerland, you will manage end-to-end mortgage advisory and sales activities for clients in the canton of Ticino and beyond (mainly support to Romandie). You will provide expert guidance on real estate financing, structure complex deals, and ensure full alignment with internal guidelines and external regulations, supporting sound risk-aware execution within a tightly regulated environment.   Mortgage Advisory Excellence & Risk Management Serve as the first line of defence for all mortgage advisory and sales activities, ensuring rigorous adherence to credit policies, FINMA regulations and risk standards Oversee the assessment, structuring and presentation of financing solutions for Swiss residential and investment properties Lead the end-to-end preparation and delivery of credit requests to Credit Risk and the bank’s Credit Committee, ensuring clarity, accuracy and sound risk justification Promote best practices in affordability analysis, collateral valuations and deal structuring to maintain highest levels of advisory and risk quality   Client Engagement & (U)HNWI Coverage Actively engage with (U)HNWI clients seeking financing for Swiss real estate, delivering tailored and sophisticated mortgage solutions Collaborate closely with private banking, wealth planners and investment specialists to support integrated client coverage and strengthen relationships Represent the mortgage advisory function as a trusted expert in client meetings, pitches and strategic discussions   Operational Excellence & Digital Capabilities Support the implementation and enhancement of digital tools, mortgage platforms, CRM systems and process automation to support efficiency and advisor productivity Ensure consistent, high-quality advisory processes and documentation standards across all Swiss regions Collaborate with relevant stakeholders, such as technology, operations and risk divisions to optimise workflows and streamline delivery YOUR PROFILE 7+ years of experience in Swiss mortgage advisory and complex real estate financing, ideally gained in a private banking environment Professional background in private banking, wealth management, or a Swiss universal bank, with proven exposure to (U)HNWI clients Deep technical knowledge of Swiss mortgage products, affordability rules, collateral valuation and real estate market specifics Customer-centric mindset, excellent communication skills as well as analytical thinking Strong understanding of FINMA regulations, credit policy application and risk frameworks Fluent in Italian and English while French and German are an additional asset We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site . Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .

Other Ai Matches

Quant Developer - Murex Risk Framework 100% (f/m/d) - (Contract through our external payroll partner with immediate start for 12 months, with possible extension) Applicants are expected to have a solid experience in handling with possible extension) related tasks
University Graduate – Group Strategy (Flex-Track) 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Intermediaries Digital Sales Manager 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Mortgage Officer 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
12 months contract - Senior Devops Engineer (Through an External Agency Payroll) Applicants are expected to have a solid experience in handling Job related tasks
Client Onboarding Officer Applicants are expected to have a solid experience in handling Job related tasks
12 months contract - Business Analyst - Structured Product (Through an External Agency Payroll Provider) Applicants are expected to have a solid experience in handling Job related tasks
Front KYC Advisory Specialist Applicants are expected to have a solid experience in handling Job related tasks
Regional Business Manager Emerging Markets 80-100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Senior Accountant - Banking Operations and Credit Specialist 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
University Graduate – Private Banking Monaco 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Head Financial Risk - 100% (m/f/d) Applicants are expected to have a solid experience in handling Job related tasks
Business Lead AI ART 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Senior Technical Workday Expert 80-100% (f/m/d) maternity cover - 7 months Applicants are expected to have a solid experience in handling Job related tasks
Senior Mortgage Advisor Switzerland / Ticino 80% - 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Compliance Officer – Market Regulations & Best Execution 80 - 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Periodic Review Compliance Officer Applicants are expected to have a solid experience in handling Job related tasks
Strategic Pricing Internship 100% (f/m/d) [Fix-Term internship for 6-12 months] Applicants are expected to have a solid experience in handling Job related tasks
IT Project Lead - Finance Projects 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks
Account Manager Private Banking - NRI Switzerland Applicants are expected to have a solid experience in handling Job related tasks
University Graduate (m/w/d) - International Trainee / Graduate Programme - Private Banking 100% Applicants are expected to have a solid experience in handling Job related tasks
System Architect Applicants are expected to have a solid experience in handling Job related tasks
Senior SAP BW/4HANA Consultant 100% (f/m/d) Applicants are expected to have a solid experience in handling Job related tasks